In the last quarter, Fairholme Capital Management added 3 stocks among other transactions.
Stocks are mixed, though if the relative outperformance of the Dow continues the index may be able to continue its 6-day streak of new closing highs.
Mosaic is upgraded to 'outperform,' and General Electric is downgraded to 'neutral.'
Disappointing data from both countries undermined last week's optimism, as markets also digested the European country's downgrade to BBB+ by Fitch.
Speculators can play a rebound in housing via these stocks.
Stocks are mixed as earnings season begins in earnest with some of the country's largest financial institutions reporting fourth-quarter results.
Time Warner is upgraded to 'overweight,' and Micron is downgraded to 'sector perform.'
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